BB Feature Image

Ep 6 Rethink How to Win Executives – Part 3 of 3



Are your assumptions about high-net-worth (HNW) male and female primary breadwinners hurting your bottom line?

In this final episode of the mini-series, Laura Gregg and David Partain of FlexShares Exchange Traded Funds bust advisors’ gender assumptions about executive investors. Together, they urge advisors to reconsider the assumptions that they may be making about their executive and professional clients.

In this episode, you will learn:

  • Techniques and considerations for working with couples
  • Why it’s important to consider risk appetite in terms of dollars, not percentages
  • What advisors have to lose if they don’t change their approach 
  • And more!

Tune in now and learn how to give your approach to working with HNW investors an overhaul. 

Resources:  FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” |
Contact Laura Gregg | Contact David Partain | The Integrated Core Approach to ESG